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To: jim kelley who wrote (150159)1/3/2000 2:51:00 PM
From: Patrick E.McDaniel  Read Replies (1) | Respond to of 176387
 
Jim, do you think Dell has a backlog?

If so, do you think it is due to high demand or due to parts shortages?

Pat



To: jim kelley who wrote (150159)1/4/2000 11:59:00 AM
From: rudedog  Respond to of 176387
 
Jim -
You forgot to mention storage in your list of positive margin contribution. Storage components are the highest margin products DELL sells, and the 8450 and other enterprise products should pull greater quantities of storage along with them. Looking at the pricing, it appears to me that DELL is doing better than 60% GM on those products.


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